Plan Group Financial, LLC Ishares Tr Core Aggressive All Transaction History

Plan Group Financial, LLC

  • $187 Million
  • Q3 2024

A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Plan Group Financial, LLC holds 26,598 shares of AOA stock, worth $2.08 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
26,598
Previous 26,834 0.88%
Holding current value
$2.08 Million
Previous $2.01 Million 4.59%
% of portfolio
1.12%
Previous 1.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$72.11 - $79.05 $17,017 - $18,655
-236 Reduced 0.88%
26,598 $2.1 Million
Q2 2024

Aug 05, 2024
BUY
$70.02 - $75.08 $420,750 - $451,155
6,009 Added 28.85%
26,834 $2.01 Million
Q1 2024

Apr 26, 2024
BUY
$67.75 - $73.5 $284,753 - $308,920
4,203 Added 25.29%
20,825 $1.53 Million
Q4 2023

Jan 29, 2024
SELL
$60.96 - $69.28 $118,689 - $134,888
-1,947 Reduced 10.49%
16,622 $1.15 Million
Q3 2023

Nov 13, 2023
BUY
$63.24 - $67.72 $1.17 Million - $1.26 Million
18,569 New
18,569 $1.18 Million

Others Institutions Holding AOA

# of Institutions
340
Shares Held
8.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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